Aug. 3 at 7:03 PM
The AI infrastructure race is expanding beyond the US.
More data centers. More continents. More demand for compute.
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The next phase of AI growth will require massive investments in power, chips, memory, and data center capacity around the world.
New multi-billion-dollar infrastructure deals across Africa highlight an important trend: countries are competing to build the digital infrastructure needed for the AI economy.
One example is a reported
$6.2B project in Lesotho involving a 1,200MW pumped-storage hydropower plant and a 900MW AI data center. Additional data center deals are also emerging across the continent.
The AI story is no longer just about who makes the best chips. It’s about who can provide the entire ecosystem: energy, connectivity, compute, and advanced memory.
Companies enabling this global AI buildout could benefit for years as demand continues to expand.
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